SPA
SM icon

Sherbrooke Park Advisers’s SM Energy SM Stock Holding History

Sherbrooke Park Advisers’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,235
Closed -$247K – 758
2025
Q1 		$247K Buy
+8,235
New +$295K 0.11% 364
2024
Q4 		– Sell
-28,859
Closed -$1.15M – 1122
2024
Q3 		$1.15M Buy
+28,859
New +$1.25M 0.26% 60

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sherbrooke Park Advisers's SM Position: Q2 2025 in Review

Sherbrooke Park Advisers sold out of SM Energy (SM) in Q2 2025, closing a stake of 8,235 shares — an estimated $247K sold.

Sherbrooke Park Advisers first reported a position in SM in Q3 2024 and held it in 2 quarters. The position peaked at $1.15M in Q3 2024. 372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

  • Sherbrooke Park Advisers reported no remaining SM Energy position as of Q2 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 8,235 SM Energy shares in Q2 2025, an estimated $247K.
  • Sherbrooke Park Advisers first reported a position in SM Energy in Q3 2024 and held it in 2 quarters.
  • Sherbrooke Park Advisers's SM Energy position peaked at $1.15M in Q3 2024.
  • 372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.